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Making Sure Your Plan Changes with Your Life, Your Assets, and the Law

Over time, your assets will change, your family will change, the law will change, and your life will change. Your estate plan must accommodate all of these changes in order to make sure it works when your family needs it the most. If your estate plan is not properly updated over time, your documents become worthless - worth no more than the paper they were printed on. And the costs of failing to update are typically far greater than keeping your plan current.

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Three-Year Plan Review is Included With All Premium Planning Packages

When you choose one of our Premium Planning Packages, each estate plan includes a no-charge three-year review to ensure that as your life changes, so does your estate plan.

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